Help Aging Parents Organize Important Documents and Information

In the event of a medical emergency or illness, to file income taxes, or apply for state or federal benefits, experts say it is helpful and maybe even lifesaving for seniors to have their paperwork in order. Important documents to have available to a family member or trusted friend include property deeds, history of financial income and medical information. For example, Stuart Furman, A Place for Mom legal expert and elder attorney, explains if your parents are eligible to apply for veterans’ benefits or Medicaid, they will need proof of past income and financial resources.

If you are the designated person, start by helping your parents compile a record of their bank accounts as well as sources of financial income including pensions, 401(k) information, and annuity contracts. In addition, help them organize information regarding savings bonds, stock certificates, or brokerage accounts. File these documents along with all property deeds and titles to vehicles in a home safe where they are secure. Files should also include several years of income taxes as well as a list of credit cards and outstanding loans or debts owed to them.

If your parents have a living will and/or a durable power of attorney, you should have a copy as it is important in the case of a medical emergency to be able to quickly get your hands on such documents. Other things medical professionals say are important to get your hands on quickly is a list of medications your parents are taking, their medical history and insurance cards. Other types of documents to safely file or to create include end of life planning and estate planning.

If you are looking for exceptional senior living, Des Moines area MorningStar at Jordan Creek offers a true home distinguished by comfort, wellness and love. This is made possible through a dedicated team who understand how to provide residents with a quality of life other communities simply cannot match. Please contact us or visit our website for more information.

MorningStar takes tremendous pride in the reputation we have earned for excellence and authenticity since our inception in 2003. We believe the human capacity to grow, to learn and to contribute is ageless; and we act upon that truth daily, as we care for, inspire, and love the residents under our roof. Contact us to learn more about the finest senior living Des Moines – West Des Moines offers.

Source: aplaceformom.com/caregiver-resources/articles/essential-documents

Comments

Post a Comment

Popular posts from this blog

The Benefits of Assisted Living

Image
Studies show that for many older adults in need of a little daily assistance, life is easier in assisted living.  The reason so many of them say they prefer assisted living to living on their own, is it actuals helps them to feel more – not less – independent.  In fact, senior living communities such as MorningStar of Littleton are designed to provide seniors a lifestyle of comfort, wellness, and community.   When you live in your own home, you have the constant worry of upkeep and unexpected repairs, or you may be a person who no longer feels comfortable driving and have given it up altogether.  This makes running errands, grocery shopping and getting to doctors’ appointments difficult. Moving into assisted living means you no longer have to spend time worrying about maintaining a home, and communities such as MorningStar offer scheduled transportation.  Meal prep is another thing that is often difficult for the elderly, and as a result, many older ...
Read more

MorningStar at Jordan Creek’s Reflections Neighborhood

Image
  Along with the finest assisted living Des Moines –West Des Moines has to offer; MorningStar at Jordan Creek’s Reflections Neighborhood has 29 secure suites devoted to caring for seniors with Alzheimer’s disease and other forms of dementia. The Reflections Neighborhood is specifically designed to allow our most tender residents the freedom to explore their surroundings safely and easily. Within the safe haven of our “Neighborhood,” we have created an environment that encourages and supports residents’ independence whenever possible. We accept residents in the earliest stage of the disease right through to those in more advanced phases that require the highest level of care. As dementia care specialists, we understand how devastating it is when a loved one receives a diagnosis of Alzheimer’s or another memory loss disease, and we want you to know we are here to help. We are honored to offer care and support as we walk alongside the memory-impaired and their families on this u...
Read more

MorningStar at Jordan Creek’s Assisted Living Meets All of Your Needs

Image
If you are looking for exceptional assisted living, Des Moines area MorningStar at Jordan Creek may be your answer.   Our community has 56 private assisted living suites , and another 29 secure suites devoted to the care of those with Alzheimer’s and dementia-related diseases.  If you are wondering how costs are determined, we can provide you with a general guideline.  Assisted living offers seniors 62 years and older compassionate assistance with the Activities of Daily Living (ADLs) in a residential setting and each resident’s care is personalized to address their needs.  Even before you move in, MorningStar’s Wellness Director will sit down with you and your family and do a thorough assessment in order to create an individualized care plan.  Once you have moved in, your trained Care Managers will see to it your needs are met, and as we do routine Care Plan reviews, any changes to your health will be addressed.  You monthly fee is based on ...
Read more